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First Trust Rising Dividend Achievers ETF

100 hedge funds and large institutions have $451M invested in First Trust Rising Dividend Achievers ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+2
Holders Change %
+2.04%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
47
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$70.3M +$2.34M +73,521 +3%
Morgan Stanley
2
Morgan Stanley
New York
$66.5M +$10.8M +338,064 +19%
LPL Financial
3
LPL Financial
California
$41.5M +$3.24M +101,611 +8%
Wells Fargo
4
Wells Fargo
California
$30.2M -$2.46M -77,307 -8%
UBS Group
5
UBS Group
Switzerland
$29.6M -$253K -7,943 -0.8%
RJA
6
Raymond James & Associates
Florida
$17.7M -$2.21M -69,370 -11%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$15.6M -$1.06M -33,278 -6%
Stifel Financial
8
Stifel Financial
Missouri
$15M +$610K +19,195 +4%
FAAS
9
First Allied Advisory Services
California
$13.6M +$2.47M +77,620 +22%
EIA
10
Eldridge Investment Advisors
New Hampshire
$12.1M -$807K -25,350 -6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$11.8M +$268K +8,424 +2%
Ameriprise
12
Ameriprise
Minnesota
$9.55M +$512K +16,063 +6%
AG
13
Advisor Group
Arizona
$7.23M +$1.15M +36,053 +19%
PAG
14
Private Advisor Group
New Jersey
$6.56M +$521K +16,368 +9%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$6.36M +$1.03M +32,279 +19%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$6.29M -$425K -13,330 -6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$6M +$145K +4,545 +2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$5.58M +$2.31M +72,683 +71%
KA
19
Kovack Advisors
Florida
$5.53M -$132K -4,151 -2%
BTS
20
BB&T Securities
Virginia
$4.68M +$43.6K +1,370 +0.9%
MAP
21
Milestone Advisory Partners
North Carolina
$4.53M +$1.08M +33,868 +31%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$4.43M +$439K +13,794 +11%
FHA
23
First Horizon Advisors
Tennessee
$3.6M +$114K +3,590 +3%
DADC
24
D.A. Davidson & Co
Montana
$3.36M +$625K +19,634 +23%
GVAG
25
Great Valley Advisor Group
Delaware
$3.1M -$912K -28,617 -23%